See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,315 | $27,641-26.5% | $61,373-66.9% | $68,494-70.3% |
| Participation rate | 44.0% | 39.5%+4.5pp | 52.6%-8.6pp | 67.9%-23.9pp |
| Annual return | -17.34% | -13.24%-4.1pp | 338.61%-355.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,400 | $695+101.3% | $1,159+20.8% | $2,596-46.1% |
| Participant deferral / active EE | $2,404 | $1,263+90.3% | $2,125+13.1% | $4,027-40.3% |
| Admin fee / account holder | $193 | $2,010-90.4% | $2,130-90.9% | $5,403-96.4% |